OAK HILL INC (EIN 042954430) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

STEVEN COTTRELL

Phone

9783561530

Tax Period

2023-07-01 to 2024-06-30

OAK HILL INC, founded in 1990, is a small nonprofit that reported $737K in total revenue in fiscal year 2023. Expenses of $662K left a modest 10% surplus.

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE AFFORDABLE LOW-INCOME HOUSING TO QUALIFIED ELDERLY PEOPLE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $512,872

Program Service Revenue $206,058

Investment Income $8,042

Other Revenue $9,581

TOTAL REVENUE $736,553

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $513,528

Other Expenses $661,975

TOTAL EXPENSES $661,975

Year-over-Year Comparison

	2023	2022	Change
Revenue	$736,553	$712,625	+0.0%
Expenses	$661,975	$638,151	+0.0%
Net Income	$74,578	$74,474	+0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROGER BURKE	VICE PRESIDE	4.00	Officer Director	$0	$0	$0
LAURI CARLSON	BOARD MEMBER	2.00	Director	$0	$0	$0
BEVERLY COTTRELL	BOARD MEMBER	2.00	Director	$0	$0	$0
STEVEN COTTRELL	TREASURER	4.00	Officer Director	$0	$0	$0
DOROTHY LEVESQUE	BOARD MEMBER	2.00	Director	$0	$0	$0
BARBARA PIMENTEL	BOARD MEMBER	2.00	Director	$0	$0	$0
PATRICIA VALCOUR	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMES WHITMORE	PRESIDENT	4.00	Officer Director	$0	$0	$0
PEG WHITTIER	BOARD MEMBER	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$736,553	$661,975	$1,147,503	$74,578
2023	$712,625	$638,151	$1,132,197	$74,474
2022	$661,227	$598,839	$1,124,692	$62,388
2021	$646,648	$591,029	$1,120,633	$55,619
2020	$634,597	$590,924	$1,120,697	$43,673
2019	$614,522	$566,645	$1,109,881	$47,877

OAK HILL INC